Imprint Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Imprint Wealth’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.14M	Buy	+50,982	New	+$1.08M	0.28%	84

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Imprint Wealth's FNDX Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2024: 50,982 shares worth $1.14M. The stake represents 0.28% of the portfolio and ranks #84 among its holdings.

500 funds tracked by Wall St. Rank hold FNDX as of Q1 2024.

Imprint Wealth held 50,982 shares of Schwab Fundamental US Large Company Index ETF worth $1.14M as of Q1 2024.
Schwab Fundamental US Large Company Index ETF was a new Imprint Wealth position in Q1 2024.
Schwab Fundamental US Large Company Index ETF made up 0.28% of Imprint Wealth's portfolio in Q1 2024, its #84 holding.
500 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.